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Spdr Ser Tr barc 1-10yrtip shares owned by Trilogy Capital

Quarter-by-quarter ownership of Spdr Ser Tr barc 1-10yrtip (TIPX) shares owned by Trilogy Capital from 13F filings

Historical chart of Trilogy Capital investment in Spdr Ser Tr barc 1-10yrtip

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr barc 1-10yrtip held by Trilogy Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr barc 1-10yrtip by Trilogy Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $282k 16k 18.08
2023-06-30 $308k 17k 18.46
2023-03-31 $350k 18k 19.03
2022-12-31 $341k 19k 18.45

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Agrgte (SPAB)
Wisdomtree Tr Emgring Mkts (EMMF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Trilogy Capital

Top funds holding Spdr Ser Tr barc 1-10yrtip

State Street Corporation
LPL Financial
D. J. St. Germain
Brio Consultants
Envestnet Asset Management
Goldman Sachs Group
Envestnet Portfolio Solutions
Security National Bank
Treasure Coast Financial Planning
AllGen Financial Advisors
Sonoma Allocations
Assetmark
Elevation Capital Advisory
Alesco Advisors
Aspire Private Capital

View all funds holding Spdr Ser Tr barc 1-10yrtip